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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,370 | $29,319+7.0% | $52,425-40.2% | $82,448-62.0% |
| Participation rate | 20.3% | 46.9%-26.6pp | 55.6%-35.4pp | 68.1%-47.8pp |
| Annual return | 12.29% | 535.20%-522.9pp | 302.12%-289.8pp | 41.64%-29.3pp |
| Employer contribution / active EE | $430 | $586-26.6% | $914-52.9% | $2,551-83.1% |
| Participant deferral / active EE | $525 | $1,171-55.2% | $1,790-70.7% | $4,139-87.3% |
| Admin fee / account holder | $9,497 | $1,962+384.0% | $2,495+280.7% | $7,234+31.3% |